13F filing recap · Q2 2022

What did Atlantic Investment Management buy in Q2 2022?

Reported stock-position changes between this filing and the previous one.

Stock value

$263.91M

Positions

Estimated turnover

19.0%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

Increased positions

WRKWestrock Company$39.87Mreported value+42.8K shares+4.5%AVTAvnet, Inc.$37.56Mreported value+117.4K shares+15.5%RLRalph Lauren Corporation$33.25Mreported value+146.1K shares+65.0%TKRTimken Co$32.43Mreported value+98.1K shares+19.1%UNVRUnivar Solutions Inc$29.67Mreported value+116.9K shares+10.9%EMNEastman Chemical Co$29.16Mreported value+10.9K shares+3.5%

Reduced positions

LEALear Corp$21.99Mreported value-7.1K shares-3.9%HUNHuntsman Corporation$17.81Mreported value-483.3K shares-43.5%GTGoodyear Tire & Rubber Co /oh/$11.00Mreported value-870.2K shares-45.9%NOMDNomad Foods Limited$2.00Mreported value-80.0K shares